LEADINGAGE FLORIDA EDUCATION FOUNDATION INC D/B/A LEADINGAGE SOUTHEAST EDUCATIO

EIN: 237335883 501(c)(3)

TALLAHASSEE, FL

Total Revenue
$424,991
Total Expenses
$235,603
Total Assets
$3,779,814
Net Assets
$3,750,379
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
FL
Principal Officer
STEVE D BAHMER
Phone
8506713700
Tax Period
2023-12-01 to 2024-11-30

LEADINGAGE FLORIDA EDUCATION FOUNDATION INC D/B/A LEADINGAGE SOUTHEAST EDUCATIO, founded in 1963, is a small nonprofit that reported $425K in total revenue in fiscal year 2023. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $189K, a strong 45% operating margin.

Mission

TO REPRESENT AND PROMOTE THE COMMON INTEREST OF CONTINUING CARE/LIFE PLAN RETIREMENT COMMUNITIES, ASSISTED LIVING FACILITIES, NURSING HOMES AND LOW INCOME SENIOR AFFORDABLE HOUSING MEMBERS THROUGH EDUCATION, LEADERSHIP DEVELOPMENT AND SHARED SERVICES TO ENHANCE THEIR ABILITY TO SERVE FLORIDA'S AGING ADULTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $288,880
Program Service Revenue $13,800
Investment Income $84,077
Other Revenue $38,234
TOTAL REVENUE $424,991

Expense Breakdown

Grants Paid $5,075
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $143,393
Other Expenses $230,528
TOTAL EXPENSES $235,603

Year-over-Year Comparison

2023 2022 Change
Revenue $424,991 $258,530 +0.6%
Expenses $235,603 $208,427 +0.1%
Net Income $189,388 $50,103 +2.8%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
9

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✓ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
12
$584,676
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAWN JIMENEZ TERM OCT 2023 VICE PRESIDENT, OPERATIONS 3.00
Officer
$0 $17,835 $171,715
STEVE BAHMER PRESIDENT/CEO 3.00
Officer
$0 $40,643 $412,961
GARRY HENNIS CHAIR 0.20
Officer
$0 $0 $0
TERESA SCOTT CHAIR-ELECT 0.12
Officer
$0 $0 $0
STEVE KRAMER TREASURER 0.12
Officer
$0 $0 $0
BRUCE JONES IMMEDIATE PAST CHAIR 0.12
Officer
$0 $0 $0
SCOTT CAIRNS CCRC PUBLIC POLICY CHAIR 10/01-06/30 0.10
Officer
$0 $0 $0
CHRISTOPHER TOMLIN AFFORDABLE HOUSING CHAIR 0.10
Officer
$0 $0 $0
JANET STRINGFELLOW SECRETARY 0.10
Officer
$0 $0 $0
MAURI MIZRAHI NURSING HOME CHAIR 0.10
Officer
$0 $0 $0
BROOKE MCLEAN ALF/HCBS POLICY CHAIR 0.10
Officer
$0 $0 $0
TROY CHURCHILL CCRC PUBLIC POLICY CHAIR 07/01-11/30 0.10
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $424,991 $235,603 $3,779,814 $189,388
2023 $258,530 $208,427 $3,216,604 $50,103
2022 $121,447 $196,125 $3,208,969 $-74,678
2021 $254,617 $95,700 $3,330,824 $158,917
2019 $2,399,518 $2,207,431 $3,349,994 $192,087
2018 $2,208,716 $1,921,869 $2,965,101 $286,847
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